Stonebridge Financial Planning Group’s Invesco Dorsey Wright Industrials Momentum ETF PRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.22M | Buy |
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|
2025
Q2 | $1.11M | Sell |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $864K | Buy |
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|
2024
Q3 | $701K | Sell |
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|
2024
Q2 | $637K | Buy |
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|
2024
Q1 | $540K | Hold |
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|
2023
Q4 | $458K | Buy |
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|
2023
Q3 | $351K | Hold |
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|
2023
Q2 | $365K | Sell |
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|
2023
Q1 | $377K | Hold |
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|
2022
Q4 | $343K | Sell |
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|
2022
Q3 | $345K | Sell |
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|
2022
Q2 | $396K | Sell |
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|
2022
Q1 | $749K | Buy |
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|
2021
Q4 | $716K | Buy |
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|
2021
Q3 | $639K | Sell |
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|
2021
Q2 | $552K | Buy |
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|
2021
Q1 | $194K | Buy |
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